James Lewis Battmer is listed as Chief Investment Officer at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Lewis Battmer work?
James Lewis Battmer is listed as Chief Investment Officer at Creative Planning, LLC on SEC Form ADV.
How much of Creative Planning, LLC does James Lewis Battmer own?
Form ADV reports a beneficial ownership band of Under 5%.